1. Directory
  2. Maryland
  3. Bethesda
  4. The Morningstar Foundation
EIN 52-1270464

The Morningstar Foundation

IRS 501(c) type
501(c)(3)
Num. employees
3
City
Bethesda
State
Maryland
Year formed
1982
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
The The Morningstar Foundation / The Morningstar Philanthropic Foundation is a private foundation located in Bethesda, MD that made five grants last year. Grantees include The Sarah and Daniel Rueven Foundation. It is supported by SSR CLT 2004.
Also known as...
The Morningstar Philanthropic Foundation
Total revenues
$39,711,625
2022
Total expenses
$26,647,958
2022
Total assets
$422,763,428
2022
Num. employees
3
2022

Grants made by The Morningstar Foundation

GranteeGrant descriptionAmount
Planned Parenthood Federation of AmericaGeneral Charitable Purposes$1,000,000
World Central KitchenGeneral Charitable Purposes$1,000,000
Jewish Federation of Greater Washington (JFGW)General Charitable Purposes$1,000,000
...and 144 more grants made totalling $18,040,443

Personnel at The Morningstar Foundation

NameTitleCompensation
Michael GelmanVice President$0
Adina BarkinskiyDirector of Programs$126,231

Financials for The Morningstar Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$8,483,870
Net rental income$0
Net gain from sale of non-inventory assets$31,066,161
Gross sales of inventory$0
Miscellaneous revenues$161,594
Total revenues$39,711,625

Form 990s for The Morningstar Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-13990PFView PDF
2021-122022-11-15990PFView PDF
2020-122021-11-11990PFView PDF
2019-122021-06-14990PFView PDF
2018-122020-01-22990PFView PDF
...and 7 more Form 990s

Organizations like The Morningstar Foundation

OrganizationLocationRevenue
Luminate FoundationWashington, DC$34,892,954
Bright Horizon FoundationPrinceton, NJ$11,517,637
Bingle FoundationSaratoga Springs, NY$10,042,843
Milken Family Foundation (MFF)Santa Monica, CA$33,852,306
Saul Zaentz Charitable FoundationGlenview, IL$92,529,541
James Family Charitable FoundationCharlottesville, VA$19,077,399
New Era Cap FoundationBuffalo, NY$16,782,391
Spaht Family FoundationSan Francisco, CA$13,558,639
The O Wayne Rollins FoundationAtlanta, GA$19,499,549
Dick's Sporting Goods FoundationCoraopolis, PA$15,185,335
Data update history
January 23, 2024
Posted financials
Added Form 990PF for fiscal year 2022
August 7, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 21, 2023
Posted financials
Added Form 990PF for fiscal year 2020
May 24, 2023
Used new vendors
Identified 1 new vendor, including
October 7, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedNational levelTax deductible donations
General information
Address
4550 Montgomery Ave 810n
Bethesda, MD 20814
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
Phone
(240) 752-1700
IRS details
EIN
52-1270464
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1982
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
Free account sign-up

Want updates when The Morningstar Foundation has new information, or want to find more organizations like The Morningstar Foundation?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2024 Nonprofit Metrics LLC
Terms of Service and Privacy Policy